The SECURE Act changed how we plan for our clients with special needs.
SECURE Supplemental Needs Trust
The SECURE Act changed who is entitled to stretch required minimum distributions of an inherited retirement account over their life expectancy. Beneficiaries who are disabled or chronically ill are among the groups who are entitled to this benefit. Because of this consideration, a new trust is now offered in ElderDocx®, the SECURE Supplemental Needs Trust.
EC SECURE Supplemental Needs Trust™ Documents:
EC Secure Supplemental Needs Trust™
Certification of Trust
Trustee Instruction Letter
Third-Party Trust Letter to SSA/Medicaid
Trustee Letter re Duty to Report
ISM Reporting Letter
Qualified Disability Trust Letter
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